analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
RDDT: 5—ACIW: 0wins
Rule of 40
98.8RDDT
24.2ACIW
check_circleRDDT leads
Revenue Growth
64.6%RDDT
6.9%ACIW
check_circleRDDT leads
Gross Margin
91%RDDT
47%ACIW
check_circleRDDT leads
FCF Margin
34.2%RDDT
17.3%ACIW
check_circleRDDT leads
Operating Margin
18.4%RDDT
16.4%ACIW
check_circleRDDT leads
NRR
—RDDT
—ACIW
Metric
Rule of 40Efficiency score
RDDT
98.8check_circle
ACIW
24.2
Revenue GrowthYoY
RDDT
64.6%check_circle
ACIW
6.9%
Gross Margin% of revenue
RDDT
91%check_circle
ACIW
47%
FCF MarginFree cash flow
RDDT
34.2%check_circle
ACIW
17.3%
Operating MarginGAAP
RDDT
18.4%check_circle
ACIW
16.4%
NRRNet retention
RDDT
N/A
ACIW
N/A
EV / RevenueValuation multiple
RDDT
15.3x
ACIW
3.0xcheck_circle
Market CapUSD
RDDT
$33.4Bcheck_circle
ACIW
$4.4B
ARR GrowthYoY
RDDT
N/A
ACIW
N/A
CAC PaybackMonths to recover
RDDT
N/A
ACIW
N/A
Advertisement
insights
Analysis
As of Q1 2026, Reddit, Inc. trades at 15.3x EV/Revenue versus ACI WORLDWIDE, INC. at 3.0x. On the Rule of 40, Reddit, Inc. scores 98.8 compared to ACI WORLDWIDE, INC.'s 24.2, placing Reddit, Inc. ahead in operating efficiency. Gross margins stand at Reddit, Inc. 91% vs ACI WORLDWIDE, INC. 47%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.